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SPDR S&P Dividend ETF
SDY

Overview Fund Activity

1,095 hedge funds and large institutions have $8.41B invested in SPDR S&P Dividend ETF in 2024 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 327 increasing their positions, 448 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,095
Holders Change
-14
Holders Change %
-1.26%
% of All Funds
15.92%
Holding in Top 10
42
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.67%
% of All Funds
0.61%
New
53
Increased
327
Reduced
448
Closed
53
Calls
$5.48M
Puts
$2.2M
Net Calls
+$3.28M
Net Calls Change
-$7.6M

Top Buyers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$24.7M
2
KAS
Kestra Advisory Services
Texas
+$16.1M
3
NSLI
Nan Shan Life Insurance
Taiwan
+$9.41M
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$7.51M
5
AA
Axiom Advisory
California
+$6.65M

Top Sellers

1
RJFSA
Raymond James Financial Services Advisors
Florida
-$32.4M
2
Bank of America
Bank of America
North Carolina
-$28M
3
Ameriprise
Ameriprise
Minnesota
-$26.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$26.1M
5
HNB
Huntington National Bank
Ohio
-$21.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
601
Insigneo Advisory Services
Florida
$536K +$284K +2,164 +113%
TNBTD
602
Trustmark National Bank Trust Department
Mississippi
$535K – – –
GT
603
Glenmede Trust
Pennsylvania
$532K -$330K -2,597 -38%
MFG
604
Magnus Financial Group
New York
$531K +$21.7K +171 +4%
RPC
605
Rossmore Private Capital
Connecticut
$528K – – –
HGERS
606
Householder Group Estate & Retirement Specialist
Arizona
$528K +$1.02K +8 +0.2%
AFG
607
Atomi Financial Group
New York
$526K -$14.1K -111 -3%
KFI
608
Key Financial Inc
Pennsylvania
$525K -$10.2K -80 -2%
HCM
609
Hengehold Capital Management
Ohio
$524K – – –
WPC
610
Wedmont Private Capital
Pennsylvania
$524K +$29.2K +224 +6%
WCM
611
WealthBridge Capital Management
Ohio
$523K -$7.63K -60 -1%
PWP
612
Perfromance Wealth Partners
Illinois
$521K -$2.67K -21 -0.5%
TAM
613
Tocqueville Asset Management
New York
$521K – – –
JIR
614
James Investment Research
Ohio
$521K – – –
DZ Bank
615
DZ Bank
Germany
$520K – – –
C
616
Certuity
Florida
$520K -$98.1K -771 -16%
FFA
617
Fortune Financial Advisors
Kansas
$519K -$244K -1,916 -32%
KFA
618
Kapstone Financial Advisors
Ohio
$517K – – –
CIA
619
Concurrent Investment Advisors
Florida
$513K +$142K +1,114 +38%
BB
620
Berkshire Bank
Massachusetts
$510K +$2.16K +17 +0.4%
AA
621
Ashford Advisors
New York
$509K – – –
CA
622
Crewe Advisors
Utah
$508K – – –
HSA
623
HBK Sorce Advisory
Pennsylvania
$504K -$636 -5 -0.1%
TCBWMS
624
Texas Capital Bank Wealth Management Services
Texas
$502K +$254K +2,000 +103%
DSC
625
Duncker Streett & Co
Missouri
$502K -$20.3K -160 -4%
23 24
25
26 27